LPL Financial’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $47.7M | Buy |
335,962
+2,379
| +0.7% | +$338K | 0.02% | 777 |
|
2025
Q1 | $45.7M | Buy |
333,583
+56,749
| +20% | +$7.77M | 0.02% | 716 |
|
2024
Q4 | $45.7M | Buy |
276,834
+63,742
| +30% | +$10.5M | 0.02% | 690 |
|
2024
Q3 | $26.6M | Buy |
213,092
+3,186
| +2% | +$398K | 0.01% | 891 |
|
2024
Q2 | $24.8M | Buy |
209,906
+25,447
| +14% | +$3M | 0.01% | 865 |
|
2024
Q1 | $20.7M | Buy |
184,459
+8,134
| +5% | +$915K | 0.01% | 928 |
|
2023
Q4 | $16.4M | Buy |
176,325
+11,863
| +7% | +$1.11M | 0.01% | 965 |
|
2023
Q3 | $14.8M | Buy |
164,462
+11,239
| +7% | +$1.01M | 0.01% | 946 |
|
2023
Q2 | $11.8M | Sell |
153,223
-5,455
| -3% | -$419K | 0.01% | 1051 |
|
2023
Q1 | $10M | Buy |
158,678
+3,708
| +2% | +$234K | 0.01% | 1079 |
|
2022
Q4 | $9.89M | Buy |
154,970
+5,241
| +4% | +$334K | 0.01% | 1031 |
|
2022
Q3 | $6.96M | Sell |
149,729
-5,553
| -4% | -$258K | 0.01% | 1150 |
|
2022
Q2 | $7.53M | Buy |
+155,282
| New | +$7.53M | 0.01% | 1125 |
|
2022
Q1 | – | Sell |
-134,940
| Closed | -$9.77M | – | 4167 |
|
2021
Q4 | $9.77M | Buy |
134,940
+25,438
| +23% | +$1.84M | 0.01% | 1030 |
|
2021
Q3 | $6.74M | Buy |
109,502
+22,442
| +26% | +$1.38M | 0.01% | 1189 |
|
2021
Q2 | $5.42M | Buy |
87,060
+2,272
| +3% | +$141K | 0.01% | 1286 |
|
2021
Q1 | $3.99M | Buy |
84,788
+5,533
| +7% | +$260K | ﹤0.01% | 1374 |
|
2020
Q4 | $3.88M | Sell |
79,255
-4,920
| -6% | -$241K | 0.01% | 1254 |
|
2020
Q3 | $3.77M | Buy |
84,175
+8,519
| +11% | +$381K | 0.01% | 1094 |
|
2020
Q2 | $3.78M | Sell |
75,656
-16,457
| -18% | -$822K | 0.01% | 1013 |
|
2020
Q1 | $3.09M | Sell |
92,113
-4,161
| -4% | -$139K | 0.01% | 952 |
|
2019
Q4 | $4.59M | Buy |
96,274
+20,031
| +26% | +$956K | 0.01% | 874 |
|
2019
Q3 | $2.88M | Sell |
76,243
-5,276
| -6% | -$200K | 0.01% | 1034 |
|
2019
Q2 | $2.8M | Buy |
81,519
+5,065
| +7% | +$174K | 0.01% | 1054 |
|
2019
Q1 | $2.16M | Sell |
76,454
-1,253
| -2% | -$35.4K | ﹤0.01% | 1155 |
|
2018
Q4 | $1.91M | Sell |
77,707
-4,395
| -5% | -$108K | 0.01% | 1096 |
|
2018
Q3 | $2.84M | Sell |
82,102
-18,378
| -18% | -$635K | 0.01% | 972 |
|
2018
Q2 | $3.2M | Buy |
100,480
+2,770
| +3% | +$88.3K | 0.01% | 903 |
|
2018
Q1 | $2.89M | Buy |
97,710
+483
| +0.5% | +$14.3K | 0.01% | 926 |
|
2017
Q4 | $3.25M | Buy |
97,227
+20,005
| +26% | +$670K | 0.01% | 825 |
|
2017
Q3 | $2.32M | Buy |
77,222
+15,500
| +25% | +$466K | 0.01% | 905 |
|
2017
Q2 | $1.63M | Buy |
61,722
+6,971
| +13% | +$184K | 0.01% | 1052 |
|
2017
Q1 | $1.35M | Buy |
54,751
+12,950
| +31% | +$319K | 0.01% | 1061 |
|
2016
Q4 | $823K | Buy |
41,801
+11,090
| +36% | +$218K | 0.01% | 1348 |
|
2016
Q3 | $557K | Buy |
30,711
+4,595
| +18% | +$83.3K | 0.01% | 1615 |
|
2016
Q2 | $385K | Sell |
26,116
-28,041
| -52% | -$413K | ﹤0.01% | 1886 |
|
2016
Q1 | $912K | Buy |
54,157
+5,228
| +11% | +$88K | ﹤0.01% | 1735 |
|
2015
Q4 | $745K | Sell |
48,929
-54,269
| -53% | -$826K | ﹤0.01% | 1914 |
|
2015
Q3 | $1.89M | Buy |
103,198
+7,250
| +8% | +$132K | 0.01% | 862 |
|
2015
Q2 | $2.11M | Buy |
+95,948
| New | +$2.11M | 0.01% | 879 |
|
2014
Q3 | – | Sell |
-7,616
| Closed | -$211K | – | 2699 |
|
2014
Q2 | $211K | Buy |
+7,616
| New | +$211K | ﹤0.01% | 2453 |
|